See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,325 | $77,813+64.9% | $123,544+3.9% | $64,186+99.9% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.3%+15.2pp | 69.6%+27.9pp |
| Annual return | -6.09% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,887 | $3,014+29.0% | $4,628-16.0% | $2,381+63.3% |
| Participant deferral / active EE | $9,445 | $5,240+80.3% | $6,426+47.0% | $3,470+172.2% |
| Admin fee / account holder | $2,821 | $5,519-48.9% | $9,284-69.6% | $4,888-42.3% |